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Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ | BAKERSFIELD, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | Other adviser | Jul 1, 2015 | n/a | yes | BAKERSFIELD, CA|LINCROFT, NJ | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jan 21, 2014 | Jun 23, 2015 | no | BAKERSFIELD, CA | Previous registration |
| TOWER ROCK ADVISORS, INC. | n/a | Aug 28, 2007 | Jun 8, 2014 | no | BAKERSFIELD, CA | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Dec 15, 2006 | Sep 6, 2007 | no | WOODLAND HILLS, CA|WOODLAND HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | WORLD INVESTMENT ADVISORS, LLC | Jun 23, 2015 | Jul 1, 2015 | 8 | Firm change | Other |
| TOWER ROCK ADVISORS, INC. | INDEPENDENT FINANCIAL PARTNERS | Jun 8, 2014 | Jan 21, 2014 | -138 | Firm change after gap | Other |
| OSAIC WEALTH, INC. | TOWER ROCK ADVISORS, INC. | Sep 6, 2007 | Aug 28, 2007 | -9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:208512:CA:2015-06-11 | Jun 23, 2015 | Jul 1, 2015 | BAKERSFIELD, CA | Firm change |